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Westwood Holdings Group’s Phillips 66 PSX Stock Holding History

Westwood Holdings Group’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.17M Buy
17,378
+4,492
+35% +$704K 0.02% 305
2025
Q4 		$1.66M Buy
12,886
+1,422
+12% +$191K 0.01% 347
2025
Q3 		$1.56M Buy
11,464
+3,324
+41% +$426K 0.01% 354
2025
Q2 		$971K Buy
8,140
+67
+0.8% +$7.51K 0.01% 383
2025
Q1 		$997K Sell
8,073
-2,113
-21% -$260K 0.01% 358
2024
Q4 		$1.16M Buy
10,186
+2,872
+39% +$365K 0.01% 361
2024
Q3 		$961K Buy
7,314
+442
+6% +$59.7K ﹤0.01% 371
2024
Q2 		$970K Buy
6,872
+3,736
+119% +$553K ﹤0.01% 356
2024
Q1 		$512K Hold
3,136
– – ﹤0.01% 402
2023
Q4 		$418K Sell
3,136
-115
-4% -$13.7K ﹤0.01% 403
2023
Q3 		$391K Buy
3,251
+65
+2% +$7.29K ﹤0.01% 396
2023
Q2 		$304K Sell
3,186
-785
-20% -$76.3K ﹤0.01% 436
2023
Q1 		$403K Buy
3,971
+73
+2% +$7.42K ﹤0.01% 426
2022
Q4 		$406K Buy
3,898
+40
+1% +$4.09K ﹤0.01% 442
2022
Q3 		$311K Sell
3,858
-328
-8% -$28K ﹤0.01% 416
2022
Q2 		$343K Sell
4,186
-136
-3% -$12.6K ﹤0.01% 410
2022
Q1 		$374K Sell
4,322
-2,354
-35% -$198K ﹤0.01% 400
2021
Q4 		$484K Buy
6,676
+1,315
+25% +$99.4K ﹤0.01% 382
2021
Q3 		$376K Sell
5,361
-3,368
-39% -$244K ﹤0.01% 385
2021
Q2 		$749K Sell
8,729
-1,255
-13% -$106K 0.01% 364
2021
Q1 		$815K Hold
9,984
– – 0.01% 354
2020
Q4 		$699K Sell
9,984
-697
-7% -$40.9K 0.01% 353
2020
Q3 		$554K Buy
10,681
+1,498
+16% +$91.4K 0.01% 350
2020
Q2 		$661K Buy
9,183
+1,500
+20% +$106K 0.01% 347
2020
Q1 		$412K Sell
7,683
-64
-0.8% -$5.21K 0.01% 356
2019
Q4 		$863K Sell
7,747
-130
-2% -$14.6K 0.01% 353
2019
Q3 		$807K Sell
7,877
-1,074
-12% -$108K 0.01% 354
2019
Q2 		$838K Hold
8,951
– – 0.01% 367
2019
Q1 		$852K Sell
8,951
-241
-3% -$22.9K 0.01% 331
2018
Q4 		$792K Sell
9,192
-90
-1% -$8.79K 0.01% 312
2018
Q3 		$1.05M Sell
9,282
-19
-0.2% -$2.2K 0.01% 308
2018
Q2 		$1.04M Buy
9,301
+4,233
+84% +$476K 0.01% 320
2018
Q1 		$464K Buy
5,068
+416
+9% +$40.5K ﹤0.01% 364
2017
Q4 		$471K Buy
4,652
+283
+6% +$26.9K ﹤0.01% 354
2017
Q3 		$400K Hold
4,369
– – ﹤0.01% 357
2017
Q2 		$361K Hold
4,369
– – ﹤0.01% 365
2017
Q1 		$346K Hold
4,369
– – ﹤0.01% 357
2016
Q4 		$378K Sell
4,369
-25
-0.6% -$2.08K ﹤0.01% 397
2016
Q3 		$354K Sell
4,394
-691
-14% -$53.7K ﹤0.01% 406
2016
Q2 		$403K Sell
5,085
-601
-11% -$49.1K ﹤0.01% 352
2016
Q1 		$492K Buy
+5,686
New +$462K ﹤0.01% 342

Other funds holding PSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westwood Holdings Group's PSX Position: Q1 2026 in Review

Westwood Holdings Group increased its Phillips 66 (PSX) stake by 35% in Q1 2026, buying an estimated $704K and bringing the position to 17,378 shares worth $3.17M. The position accounts for 0.02% of the portfolio, ranked #305.

Westwood Holdings Group first reported a position in PSX in Q1 2016 and has held it in 41 quarters since. 2,123 funds tracked by Wall St. Rank hold PSX as of Q1 2026.

  • Westwood Holdings Group held 17,378 shares of Phillips 66 worth $3.17M as of Q1 2026.
  • Westwood Holdings Group bought 4,492 Phillips 66 shares in Q1 2026, an estimated $704K.
  • Phillips 66 made up 0.02% of Westwood Holdings Group's portfolio in Q1 2026, its #305 holding.
  • Westwood Holdings Group first reported a position in Phillips 66 in Q1 2016 and has held it in 41 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Phillips 66 as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.